StockDriftsStockDriftsTop 50 Harbour Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 3.84% | 415.0K | $285.0M | +5.02%(+19.82K) | $461.46(+54.44%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 2.91% | 293.3K | $216.0M | +5.42%(+15.08K) | $373.45(+96.15%) | 2026-06-30 | |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 2.33% | 4.02M | $173.3M | +4.89%(+187.44K) | $35.77(+25.32%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 1.77% | 453.5K | $131.2M | -1.34%(-6.14K) | $189.55(+61.11%) | 2026-06-30 | |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 1.54% | 1.18M | $114.0M | +2.95%(+33.85K) | $70.16(+33.50%) | 2026-06-30 | |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | 1.41% | 4.20M | $104.4M | +1.87%(+77.06K) | $25.03(-1.31%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.33% | 132.4K | $99.1M | +7.22%(+8.91K) | $525.89(+48.12%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 1.32% | 1.28M | $98.4M | +1.45%(+18.24K) | $59.79(+31.38%) | 2026-06-30 | |
| BUFR | FT VEST LADDERED BUFFER ETF | 1.32% | 2.69M | $98.1M | +2.66%(+69.53K) | $28.02(+33.59%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.03% | 102.7K | $76.7M | +5.61%(+5.45K) | $520.11(+49.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.09% | +48.51% | +13.43% | +87.80% |
| Top 20 Holdings Unweighted | +13.37% | +45.72% | +12.57% | +80.76% |
Harbour Investments INC reports $7.43B in US-listed equity holdings across 4,768 positions in its most recent 13F filing. Its largest disclosed positions are VOO (3.8%), QQQ (2.9%) and SDVY (2.3%). The top 20 holdings account for 27.85% of reported assets. Its disclosed equity book has returned +48.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Harbour Investments INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 810121). View Harbour Investments INC’s 13F filings on SEC